SCHW
The Charles Schwab Corporation
NYSE Financial Services United States
91,51 $US
+0.68% today
-9.90% YTD · -3.76% 1Y
14
Insider transactions
SEC Form 4 · AMF · BaFin — rolling 90 days
20
Hedge funds tracked
Latest available SEC 13F filings
61
/ 100
STRONG

Analysis The Charles Schwab Corporation (SCHW) — Kairos Score 61/100

Composite score aggregating 8 smart money dimensions: insiders (SEC/AMF/BaFin), hedge funds, politicians & gurus, price momentum, valuation, analyst consensus, financial health, earnings momentum. The higher the score, the more favorable the institutional signals consensus.

💡 Detailed breakdown (the 8 sub-scores) available in the Premium dashboard.

About The Charles Schwab Corporation

The Charles Schwab Corporation, together with its subsidiaries, operates as a savings and loan holding company that provides wealth management, securities brokerage, banking, asset management, custody, and financial advisory services in the United States and internationally. The company operates in two segments, Investor Services and Advisor Services. It offers brokerage accounts with equity and fixed income trading, margin lending, options trading, futures and forex trading, and cash management capabilities, including money market funds, and certificates of deposit; third-party mutual funds through the Mutual Fund Marketplace and Mutual Fund OneSource service, as well as mutual fund trading and clearing services to broker-dealers; exchange-traded funds; advisory solutions for managed portfolios, separately managed accounts, customized personal advice for tailored portfolios, specialized planning, and full-time portfolio management; banking products comprising checking and savings accounts, first lien residential real estate mortgage loans, home equity lines of credit, and pledged asset lines; and trust custody services, personal trust reporting services, and administrative trustee services. It provides digital and software based trading platforms; research tools, and multichannel support, real-time market data, options trading; equity compensation plan sponsors full-service recordkeeping for stock plans, stock options, restricted stock, performance shares, and stock appreciation rights; retirement plan services; mutual fund clearing services; and advisor services, including interactive tools and educational content. The Company operates through branch offices. The Charles Schwab Corporation was founded in 1971 and is headquartered in Westlake, Texas.

Key info

👔
CEO
Mr. Richard Andrew Wurster C.F.A., CMT
📍
HQ
3000 Schwab Way, Westlake, TX, 76262, United States
👥
Employees
33 900
💰
Market cap
158 251 515 904,00 $US
📊
P/E
15.6
💸
Dividend yield
1.41%

🕴️ Insider activity (90 days)

14 transactions — 0 buys and 7 sales reported by The Charles Schwab Corporation executives.

HN
Hathi Neesha
MD, Head Wealth Adv, Bnk, Tst · 2026-10-01
Other
HN
Hathi Neesha
MD, Head Wealth Adv, Bnk, Tst · 2026-10-01
Sell
ES
Ellis Stephen A
2026-09-23
Other

🏦 Hedge Funds

20 institutional funds report a position on SCHW in their latest SEC quarterly filing.

DODGE & COX
BNP PARIBAS FINANCIAL MARKETS
Clearbridge Investments, LLC
TIAA CREF INVESTMENT MANAGEMENT LLC
Mondrian Investment Partners LTD

📰 Recent news

15 recent articles on SCHW.

🧠 What makes Kairos Insider

Beyond raw data, we aggregate and score every smart money signal to give you a unique view.

🧠

Kairos Score 0-100

8-dimension composite score: insiders · hedge funds · politicians · momentum · valuation · health · analysts · earnings.

🎯

Insider Clusters

Detection of clustered purchases or sales by several executives in the same stock.

🏦

13F Hedge Funds

Berkshire, Pershing Square, Tiger Global, Bridgewater and other reporting funds.

📈

ETF Rotations

NANC & GOP (Pelosi & Republicans), GURU (top hedge funds), ARK (Cathie Wood). See who enters and exits each week.

🔥

Google Trends

Spot marked changes in search interest around the stocks being followed.

📧

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Companies in the same sector as The Charles Schwab Corporation

Official sources · Public data · SEC EDGAR — Form 4 & 13F · AMF — Executive filings · BaFin — Directors' Dealings · Yahoo Finance · Alpha Vantage

🔓 Unlock the full analysis

This public page only shows a preview. The full analysis of SCHW on the Kairos Insider dashboard includes:

✅ Full Kairos Score (8-axis radar + synthesis)
✅ History of all 14 insider transactions over 90 days
✅ All 20 detected institutional funds
✅ Thematic ETFs (ARK, BUZZ, NANC, GOP, JEPI…)
✅ Hot Stocks Google Trends
✅ Available history: AUM + rotations
✅ Fundamentals (P/E, PEG, EV/EBITDA, ROE…)
✅ Financial health (Altman Z, Piotroski F)
✅ Sector peers + recent earnings
See full analysis →
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